HC Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $84K | Sell |
920
-50
| -5% | -$4.57K | 0.06% | 106 |
|
|
2022
Q1 | $105K | Buy |
970
+381
| +65% | +$41.2K | 0.06% | 101 |
|
|
2021
Q4 | $68K | Hold |
589
| – | – | 0.04% | 124 |
|
|
2021
Q3 | $60K | Hold |
589
| – | – | 0.04% | 125 |
|
|
2021
Q2 | $60K | Hold |
589
| – | – | 0.04% | 125 |
|
|
2021
Q1 | $54K | Hold |
589
| – | – | 0.03% | 126 |
|
|
2020
Q4 | $50K | Hold |
589
| – | – | 0.03% | 137 |
|
|
2020
Q3 | $47K | Hold |
589
| – | – | 0.03% | 127 |
|
|
2020
Q2 | $46K | Hold |
589
| – | – | 0.04% | 118 |
|
|
2020
Q1 | $41K | Buy |
+589
| New | +$41K | 0.04% | 122 |
|
|
2018
Q1 | – | Sell |
-2,504
| Closed | -$208K | – | 74 |
|
|
2017
Q4 | $208K | Buy |
+2,504
| New | +$208K | 0.2% | 68 |
|